--- title: How to Clone a Project description: An overview of how to clone a solar project on a customer page. --- [Skip to content](https://help.gosolo.io/how-to-clone-a-proposal#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [Proposals](https://help.gosolo.io/proposals?hsLang=en) 3. [Requesting a Proposal](https://help.gosolo.io/proposals?hsLang=en#requesting-a-proposal) October 2, 2026 # How to Clone a Project   **Currently only Solar projects can be cloned.**  Cloning a project will automatically clone the design associated with that project, but you will need to save, complete, and generate a proposal for the new design instance. This means that the proposal associated with the cloned design/project will be reset to the defaults associated with newly generated proposals. If you made non-design changes to the proposal associated with the project you cloned, they will not transfer over to the proposal generated with the cloned design/project.  Follow these steps to clone a project:  1. Open the customer information page for the customer you'd like to clone a project for (for help searching a customer, use this guide [here](https://help.gosolo.io/how-to-find-a-customers-information?hsLang=en)). 2. Using the sidebar, open the '**Projects**' page.  ![Projects\_OpenProjectsTab\_GIF-1](https://help.gosolo.io/hs-fs/hubfs/Help%20Center%20Images/Projects_OpenProjectsTab_GIF-1.gif?width=670&height=467&name=Projects_OpenProjectsTab_GIF-1.gif) 3. For the project you'd like to clone, open the dropdown. Then, open the '**Manage**' dropdown. 4. Click '**Clone**'. 1. This will clone just the project, *not* the proposal. That will need to be generated separately. ![Projects\_CloneSolarProject\_GIF](https://help.gosolo.io/hs-fs/hubfs/Help%20Center%20Images/Projects_CloneSolarProject_GIF.gif?width=670&height=398&name=Projects_CloneSolarProject_GIF.gif) 5. Select which design version you'd like to clone:  1. '**Original Design**' - The design that was delivered when the proposal was first generated. 2. '**Externally Edited Design**'- The latest saved version of the design. ![Projects\_CloneProject](https://help.gosolo.io/hs-fs/hubfs/Help%20Center%20Images/Projects_CloneProject.png?width=670&height=468&name=Projects_CloneProject.png) 6. You will have two options when cloning the design: 1. '**Submit & Open in Studio**' - If you have access to Solo Studio, you can jump right into the design tool to complete the design and generate a proposal. 2. '**Submit Only**' - This will clone the design but the status will remain 'In Progress'. The design will need to be completed in Studio before a proposal can be generated. ![Projects\_CloneProject\_SubmitButtons](https://help.gosolo.io/hs-fs/hubfs/Help%20Center%20Images/Projects_CloneProject_SubmitButtons.png?width=599&height=408&name=Projects_CloneProject_SubmitButtons.png)     --- ### How to Clone a Proposal - Legacy View **As of October 9, 2026, all users have been migrated to the new Projects UI and will use the 'How to Clone a Project' walkthrough above.**  This feature is only available to companies with the "Reps Can Clone Proposals" setting turned on. Owners can turn this on in the [Company Settings](https://help.gosolo.io/navigating-and-adjusting-the-company-settings-tab?hsLang=en) section of MissionControl. When you clone a proposal, it will create a new proposal that is an copy of the one you cloned. The new proposal will have an updated created date, so any company settings with more recent live/expiration dates will reflect on the clone if it falls within their dates. Though the majority of the new proposal will be an exact copy, some things may not carry over and will need to be re-selected on the new proposal. That includes the following:  | **Does Carry Over** | **Does NOT Carry Over** | | --- | --- | | Design aspects (panel layout, shading/trees, tilt, azimuth, etc.) | Adder selection | | Proposal Imaging/Pin Location\* | Incentive selection | | Equipment Selection (module, inverter model and quantity, and batteries) | Utility rate plan selection, if different from the default | | Customer energy consumption and utility cost per kWh override | Base price per watt override | | Approval with LightReach | Down payment | | | Approval with integrated lenders excluding LightReach |  \*if the pin location was changed since the original proposal was created, you'll have two options:  - Use the original proposal's location - Request a new proposal to be built on the new pin location (this requires [requesting a revision](https://help.gosolo.io/how-to-request-a-proposal-revision?hsLang=en)) #### Cloning a Proposal 1. Open the customer information page for the customer you'd like to clone a proposal for (for help searching a customer, use this guide [here](https://help.gosolo.io/how-to-find-a-customers-information?hsLang=en)). 2. Using the sidebar, open the '**Solar Proposals**' page.  ![Info\_OpenSolarProposals\_GIF](https://help.gosolo.io/hs-fs/hubfs/Info_OpenSolarProposals_GIF.gif?width=670&height=475&name=Info_OpenSolarProposals_GIF.gif) 3. For the proposal you'd like to clone, open the '**View**' dropdown, then click '**Clone**'. ![Solar\_CloneProp\_GIF](https://help.gosolo.io/hs-fs/hubfs/Solar_CloneProp_GIF.gif?width=670&height=261&name=Solar_CloneProp_GIF.gif) 4. The cloned proposal will open in a new tab! 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